I created the primary rule as Source System, with Reltio and CES (internal system) having a filter of Status = Active. The first fallback has Source System with Reltio, CES, HubSpot (in that order) and a secondary fallback of aggregation. See code below.
The testing record has two CES crosswalks, one being active, and one HubSpot and one STAR (another internal system) crosswalk. Reltio is setting the OV to whatever is being updated last, regardless of system or status value. Reltio appears to be ignoring the survivorship rule and going with the default of Recency.


{
"attribute": "configuration/entityTypes/HCO/attributes/SCH_CES_ID",
"sourcesUriOrder": [
"configuration/sources/Reltio",
"configuration/sources/CES"
],
"filter": {
"equals": [
{
"uri": "configuration/entityTypes/HCO/attributes/StatusInformation/attributes/Status",
"value": "Active"
}
]
},
"fallbackStrategies": [
{
"attribute": "configuration/entityTypes/HCO/attributes/SCH_CES_ID",
"sourcesUriOrder": [
"configuration/sources/Reltio",
"configuration/sources/CES",
"configuration/sources/HubSpot",
"configuration/sources/STAR"
],
"survivorshipStrategy": "SRC_SYS"
},
{
"attribute": "configuration/entityTypes/HCO/attributes/SCH_CES_ID",
"survivorshipStrategy": "Aggregation"
}
],
"fallbackUsingCriteria": "ZERO_OR_MORE_THAN_ONE",
"survivorshipStrategy": "SRC_SYS"
},
------------------------------
Chris McCabe
Clinician Nexus
------------------------------
Original Message:
Sent: 01-20-2025 02:25
From: Mallikarjuna Aakulati
Subject: Can Survivorship Rule Have Condition Based on Source Record Value?
Hi Chris,
It is not possible to filter based on source values inside fallback strategy. However, you could have Source System as the main strategy and have other attribute winner crosswalk as the fallback strategy on the given the attribute and make sure 'Active' value survives on the Status attribute. This way, if the main survivorship strategy on the given attribute results in multiple value, then the fallback strategy will kick in and will survive the value from the crosswalk that is winning on the Status attribute.
In the screenshot below, For the First Name attribute, I defined Source System as the main strategy and other attribute winner crosswalk on the Legal Status attribute as the fallback strategy. Since two Salesforce crosswalks are present, the winner of the Legal Status attribute is winning on the First Name attribute as well.
Note: The fallback strategy only applies to crosswalks that meet the criteria of the main strategy. This means that if none of the crosswalks that satisfy the main strategy for the First Name attribute are winning on the Legal Status attribute, then no value will survive as OV for the First Name.
Hope this helps.

------------------------------
Mallikarjuna Aakulati
Reltio
Original Message:
Sent: 01-16-2025 12:50
From: Chris McCabe
Subject: Can Survivorship Rule Have Condition Based on Source Record Value?
I have requirements for three fields to determine the OV value based on the source record value of other attribute, The Data Modeler Survivorship Rules Builder only allows filtering based on the OV value of an attribute, not the respective source record value. The scenario/example is if the given attribute has more than one record from the same source and the Status field of only one of the record has the value 'Active' then make source the OV.
Is this possible?
------------------------------
Chris McCabe
Clinician Nexus
------------------------------